Porterville, CA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Porterville, CA has 13 loaded benefit plan(s) reported by 10 plan sponsor(s), with $88,759,724 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $88,759,724
- Total reported liabilities (EOY)
- $18,877,983
- Total reported net assets (EOY)
- $69,881,741
Contributions & income
- Employer contributions
- $3,622,185
- Participant contributions
- $4,304,682
- Total income / additions
- $20,272,930
Expenses & distributions
- Benefits paid / distributions
- $12,034,495
- Total expenses
- $12,760,090
- Net increase / (decrease)
- $7,512,840
Coverage
- Total reported participants
- 3,472
- Plans with financial statements
- 9
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Porterville, CA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Bank Of The Sierra Savings Plan | Bank Of The Sierra | $38,748,134 | 2023 |
| Eagle Mountain Casino 401(K) Profit Sharing Plan | Eagle Mountain Casino | $10,432,627 | 2023 |
| Agrivision, Inc. 401(K) Plan & Trust | Agrivision, Inc. | $10,286,322 | 2023 |
| E.M. Tharp, Inc. 401(K) Plan | E.M. Tharp, Inc. | $9,173,402 | 2023 |
| Porterville Sheltered Workshop 401(K) Salary Savings Plan | Porterville Sheltered Workshop, Inc. | $8,996,171 | 2023 |
| Gaurang S. Pandya, M.D. Profit Sharing Plan | Gaurang S. Pandya, M.D. | $8,785,250 | 2023 |
| Mark L. Tindall, M. D. 401(K) Profit Sharing Plan | Mark L. Tindall, M.D., A Sole Proprietor | $1,498,581 | 2023 |
| Agrivision, Inc. Employee Stock Ownership Plan | Agrivision, Inc. | $541,425 | 2023 |
| Drw Property Management 401(K) Trust | Drw Property Management Inc. | $297,812 | 2023 |
| Agricare, Inc. Health And Welfare Plan | Agricare, Inc. | not reported in the loaded dataset | 2023 |
| Valley Healthcare Center Life And Ad&D Plan | Valley Healthcare Centers | not reported in the loaded dataset | 2023 |
| E.M. Tharp Inc. Health And Welfare Benefit Plan | E.M. Tharp Sales, Inc. | not reported in the loaded dataset | 2023 |
| Porterville Sheltered Workshop Health & Welfare Plan | Porterville Sheltered Workshop | not reported in the loaded dataset | 2023 |
Largest plans in Porterville → · Porterville plans by participants → · Porterville plans with financial data → · Porterville plans with provider compensation → · $1B+ plans in Porterville →
Related Form 5500 pages
- All CA Form 5500 filings
- Bank Of The Sierra Savings Plan (plan 001)
- Bank Of The Sierra — all reported plans
- Eagle Mountain Casino 401(K) Profit Sharing Plan (plan 001)
- Eagle Mountain Casino — all reported plans
- Agrivision, Inc. 401(K) Plan & Trust (plan 001)
- Agrivision, Inc. — all reported plans
- E.M. Tharp, Inc. 401(K) Plan (plan 002)
- E.M. Tharp, Inc. — all reported plans
- Porterville Sheltered Workshop 401(K) Salary Savings Plan (plan 002)
- Porterville Sheltered Workshop, Inc. — all reported plans
- Gaurang S. Pandya, M.D. Profit Sharing Plan (plan 001)
- Gaurang S. Pandya, M.D. — all reported plans
- Mark L. Tindall, M. D. 401(K) Profit Sharing Plan (plan 001)
- Mark L. Tindall, M.D., A Sole Proprietor — all reported plans
- Agrivision, Inc. Employee Stock Ownership Plan (plan 002)
- Drw Property Management 401(K) Trust (plan 001)
- Drw Property Management Inc. — all reported plans
- Agricare, Inc. Health And Welfare Plan (plan 501)
- Agricare, Inc. — all reported plans
- Valley Healthcare Center Life And Ad&D Plan (plan 501)
- Valley Healthcare Centers — all reported plans
- E.M. Tharp Inc. Health And Welfare Benefit Plan (plan 501)
- Porterville Sheltered Workshop Health & Welfare Plan (plan 501)
- Methodology
- Data sources